This fund beat the S&P 500 9 times since '99

The Fund That Beat The Market 9 Times Since 1999

Managed a 10% return last year? Not good enough – the S&P returned 12%! Beating the market is all the rage these days (and has always been at Wall Street). Take the ad for any actively managed mutual fund, the benchmark is not whether the fund made money for you, but whether they beat the […]

September 29, 2012 18
Best Rewards Cards To Maximize Your Cashback

In Pursuit Of The Most Rewarding Rewards Card

As a card wielding consumer who believes in paying off the balance in full every month, I think I’m entitled to getting back the 2% to 3% surcharge that businesses tack on to their products, as the cost of doing business via credit cards. I call this Return on Expenses. For those who use a […]

April 17, 2012 36
Handling Royalty Trusts In TurboTax

Handling Royalty Trusts In TurboTax

Royalty trusts are a great way to add income to your portfolio. The fact that you can reduce the taxable portion of your ‘royalties’ by factoring in administrative expenses and depletion is an added bonus. The downside is you have to calculate those expenses yourself based on the Tax preparation booklet Royalty trusts will send […]

March 23, 2012 14
Facts from blogs

Did You Know… (Blog Round-Up)

For this month’s link roundup, I thought I’ll try a different format. Let me know how you like it! Did You Know… The word “internet” first appeared in the Washington Post on 9/26/1988 – Robert@DIY Investor The average income of millionaire households is approximately $350,000 (~5x the national average) – Roshawn@Watson Inc Contributions can be […]

March 21, 2012 17
Bad businesses

Companies I Won’t Do Business With

Good customer service is never an accident. The motivation to provide good service has a lot to do with a company’s culture. When Delta’s CEO talks about ‘customer satisfaction’, ‘quality’ and ‘good service’, I think he is mocking us all. When Jeff Bezos of Amazon says the same things, I know he means it. As […]

March 14, 2012 38
Steve Jobs

The Many Inventions Of Steve Jobs

Steve Jobs was a visionary, a technologist, husband, father and an inventor. Jobs is listed on 342 patent applications, either as an inventor or a co-inventor ranging from computer software to staircases. Here are some of his other inventions…

March 6, 2012 36
Unconventional Wisdom In Personal Finance

Unconventional Wisdom In Personal Finance

What is often repeated is not always true. Especially in personal finance. Not every debt is bad, not every method of savings is good. Let’s take a closer look at some widely accepted nuggets of personal finance wisdom, which may not be necessarily good for you. ‘Max out your 401K’ If I had a dollar […]

February 16, 2012 53
Vanguard

10 ETFs Cheaper Than Their Vanguard Peers

Vanguard offers funds that have some of the lowest expense ratios in the industry. Offering funds at-cost was a novel idea that made Vanguard the world’s largest mutual fund company, with about $1.6 trillion in assets. It took a while for competition to take notice, but now there are fund companies that offer funds that […]

January 17, 2012 17
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